Qwilr Sales Proposal and Quote API
Qwilr web-based sales proposal REST API for sales teams to create, send, and track beautiful interactive proposals, quotes, and sales collateral with e-signature, payment, and CRM integration. Enables AI agents to manage proposal creation from templates for sales content automation, handle quote and pricing table generation for dynamic quoting automation, access proposal analytics and buyer engagement tracking for sales intelligence automation, retrieve e-signature collection and acceptance tracking for contract workflow automation, manage proposal token and personalization for CRM-merged proposal automation, handle accept/decline webhook for sales process automation, access payment collection integration for deal closure automation, retrieve proposal view and interaction heatmap for buyer behavior automation, manage team template library for consistent sales content automation, and integrate Qwilr with Salesforce, HubSpot, Pipedrive, and CRM platforms for end-to-end sales proposal automation.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Sales proposals. GDPR, SOC2. API key/OAuth2. AU/US. Proposal and signature data.
⚡ Reliability
Best When
A sales team wanting AI agents to automate CRM-personalized proposal generation, buyer engagement tracking, e-signature collection, and deal acceptance workflow through Qwilr's interactive web proposal platform.
Avoid When
WEB-BASED PROPOSAL FORMAT NOT SUITABLE FOR ALL BUYERS: Qwilr proposals are web pages (not PDF); some buyers (procurement, legal) require PDF document format for official record; automated proposal workflows must offer PDF export alongside web link for compliance-oriented buyers; automated web-only proposal distribution creates access issues for buyers without consistent internet access. PROPOSAL TOKEN EXPIRY FOR AUTOMATED DISTRIBUTION: Qwilr proposal share tokens can expire; automated proposal distribution with expiry tokens must track token expiry and refresh before following up; automated CRM-triggered follow-up referencing expired proposal token creates broken link for prospect. ACCEPT WEBHOOK LATENCY FOR DEAL CLOSURE AUTOMATION: Qwilr accept event webhook fires when buyer clicks accept; payment collection (if enabled) may have separate processing step; automated deal closure triggered by accept webhook must verify payment status before marking deal closed in CRM if payment is part of acceptance flow.
Use Cases
- • Generating personalized proposals from CRM-triggered sales agents
- • Tracking buyer engagement from sales intelligence agents
- • Collecting e-signatures from contract workflow agents
- • Creating dynamic quotes from pricing automation agents
Not For
- • Contract lifecycle management with complex redlining (use DocuSign CLM or Ironclad)
- • Legal document creation and template management (use LexCheck or ContractPodAi)
- • Internal presentations (use PowerPoint, Slides, or Pitch)
Interface
Authentication
Qwilr uses API key and OAuth for CRM integrations. REST API with JSON. Sydney, Australia HQ. Founded 2014 by Dylan Baskind and Mark Tanner. Backed by AirTree Ventures, Airtree, Point Nine ($15M+ raised). Products: Web proposals, quote builder, e-signature, payment collection, analytics. Integrations: Salesforce, HubSpot, Pipedrive, Intercom, Slack. GDPR. SOC2. Serves SMB to mid-market sales teams globally. Competes with PandaDoc, Proposify, and Better Proposals for sales proposal automation.
Pricing
Sydney Australia. AirTree Ventures backed. Per-user subscription. 14-day trial. Annual discount.
Agent Metadata
Known Gotchas
- ⚠ PROPOSAL TOKEN vs PROPOSAL ID IN API RESPONSES: Qwilr API distinguishes between proposal ID (internal record) and share token (buyer-facing URL component); automated proposal tracking must use correct identifier per operation; automated buyer follow-up using proposal ID instead of share token creates broken buyer-facing links
- ⚠ TEMPLATE MERGE FIELD VALIDATION FOR CRM PERSONALIZATION: Qwilr proposal templates use merge fields for CRM personalization (contact name, company, deal value); automated CRM-merged proposal generation must validate all template merge fields are populated; automated proposal creation with missing merge field data creates placeholder text visible to buyer in proposal
- ⚠ ACCEPT WEBHOOK INCLUDES SIGNATURE STATUS NOT PAYMENT STATUS: Qwilr accept webhook fires at acceptance but payment (if configured) is processed separately; automated deal closure that treats accept webhook as payment-confirmed creates premature closed-won status before payment clears; implement payment status check after accept event for payment-gated proposals
- ⚠ PROPOSAL VERSION TRACKING FOR NEGOTIATION AUTOMATION: Qwilr proposals are not versioned in the traditional sense; when proposal content is updated after sending, existing shared link shows updated content; automated negotiation tracking that assumes immutable sent proposals finds proposal content changes retroactively; create new proposal version rather than editing sent proposals for clean negotiation audit trail
- ⚠ BUYER ENGAGEMENT ANALYTICS DELAY FOR AUTOMATED FOLLOW-UP: Qwilr proposal view analytics have slight delay between buyer viewing and API reporting; automated follow-up triggered immediately after view webhook may produce follow-up before analytics are fully recorded; implement brief delay between view webhook receipt and CRM activity creation for accurate analytics recording
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Scores are editorial opinions as of 2026-03-07.